Going Global: Tax-Smart Investing On The International Stage (Podcast)

• Over 8 trillion USD dollars of the money invested in the US mutual fund market is taxable*

• According to Morningstar data the average active or passive US international Fund had an annual tax drag of over 1%**

Running length: 00:16:67

*2018 ICI Factbook

**as of March 31, 2018.

Morningstar tax drag number sources : U.S. Fund Large Blend, U.S. Fund Large Growth, U.S. Fund Large Value, U.S. Fund Mid-Cap Blend, U.S. Fund Mid-Cap Growth, U.S. Fund Mid-Cap Value, U.S. Fund Small Blend, U.S. Fund Small Growth, U.S. Fund Small Value, U.S. Fund China Region, U.S. Fund Diversified Emerging Markets, U.S. Fund Diversified Pacific/Asia, U.S. Fund Europe Stock, U.S. Fund Foreign Large Blend, U.S. Fund Foreign Large Growth, U.S. Fund Foreign Large Value, U.S. Fund Foreign Small/Mid Blend, U.S. Fund Foreign Small/Mid Growth, U.S. Fund Foreign Small/Mid Value, U.S. Fund India Equity, U.S. Fund Japan Stock, U.S. Fund Latin America Stock, U.S. Fund Miscellaneous Region, U.S. Fund Pacific/Asia ex-Japan Stock, U.S. Fund World Large Stock, U.S. Fund World Small/Mid Stock

The Morningstar categories are as reported by Morningstar and have not been modified. © 2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary ...

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